Siebel Professional Services Automation Guide > Project Financials >

Viewing Financial Profile Information

To gain an overall perspective of a project's financial information, status, and progress, end users can go to the Financial Profile view.

To view financial profile information

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the financial profile data will be viewed.
  4. Click the Financial Profile view tab.
  5. The Financial Profile form displays financial information related to the selected project.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003